Performance analysis of CEM (ClearBridge MLP and Midstream Fund)
Annual Return
Over the past 3 years, CEM has had an average annual return of +20.07%, underperforming the benchmark SPY, which returned +22.45% annual.
Over the past 5 years, CEM has had an average annual return of +17.10%, outperforming the benchmark SPY, which returned +13.88% annual.
Over the past 10 years, CEM has had an average annual return of +2.68%, underperforming the benchmark SPY, which returned +15.44% annual.
Since Jun 25, 2010, CEM has had an average annual return of +2.91%, underperforming the benchmark SPY, which returned +14.98% annual.
| 2026 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| +16.39% | +17.28% | +30.04% | +32.78% | +72.89% | -66.71% | +19.96% | -24.79% | +7.85% | +13.17% | -40.75% | +7.45% |
| 2013 | 2012 | 2011 | 2010 | ||||||||
| +25.15% | +9.41% | +8.95% | +11.34% |
Monthly Return
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Annually Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | +0% | +0% | +0% | +0% | +16.39% | +16.39% | |||||||
| 2024 | +2.50% | +4.46% | +8.61% | -1.53% | +6.62% | +0.25% | -6.42% | +4.04% | -1.59% | +17.28% | |||
| 2023 | +7.79% | -2.78% | -5.76% | +1.97% | -3.24% | +10.65% | +8.37% | -0.44% | -3.80% | -2.28% | +13.73% | +4.56% | +30.04% |
| 2022 | +13.31% | +3.92% | +8.11% | -0.70% | +8.83% | -19.73% | +16.29% | +3.08% | -11.98% | +18.02% | +3.54% | -6.74% | +32.78% |
| 2021 | +8.69% | +19.36% | +9.72% | +9.98% | +10.28% | +4.99% | -8.31% | -0.40% | +3.60% | +9.69% | -8.84% | +0.83% | +72.89% |
| 2020 | -6.04% | -15.22% | -79.04% | +86.32% | +12.25% | -14.48% | -12.22% | +8.19% | -24.85% | +11.04% | +36.67% | +2.89% | -66.71% |
| 2019 | +17% | -0.09% | +6.57% | -1.58% | -1.67% | -0.09% | +1.26% | -6.74% | +3.55% | -6.50% | -3.16% | +12.49% | +19.96% |
| 2018 | +10.48% | -13.44% | -11.89% | +10.56% | +6.51% | -2.41% | +5.23% | -0.10% | +0.14% | -13.70% | -2.10% | -12.67% | -24.79% |
| 2017 | +6.55% | +5.80% | -2.68% | +1.08% | -5.21% | -2.68% | +2.48% | -2.70% | -0.07% | -9.63% | -2.25% | +19.76% | +7.85% |
Drawdown analysis of CEM (ClearBridge MLP and Midstream Fund)
The maximum drawdown for the CEM was -95.39%, occurring on Mar 18, 2020. This drawdown has not yet recovered.
The current CEM drawdown is -16.56%.
Since Jun 25, 2010 CEM has experienced the following drawdowns:
- 50% or more: 1 time
- 40% or more: 1 time
- 30% or more: 1 time
- 20% or more: 2 times
- 10% or more: 5 times
| Depth | Start | To Bottom | Bottom | To Recover | End | Total |
|---|---|---|---|---|---|---|
| -95.39% | Jul 23, 2014 | 1423 | Mar 18, 2020 | Ongoing | Ongoing | Ongoing |
| -20.14% | Apr 29, 2011 | 69 | Aug 8, 2011 | 103 | Jan 4, 2012 | 172 |
| -12.27% | Mar 16, 2012 | 44 | May 18, 2012 | 41 | Jul 18, 2012 | 85 |
| -11.63% | Oct 18, 2012 | 18 | Nov 15, 2012 | 34 | Jan 7, 2013 | 52 |
| -11.10% | May 21, 2013 | 10 | Jun 5, 2013 | 216 | Apr 14, 2014 | 226 |
| -6.57% | Feb 28, 2013 | 13 | Mar 19, 2013 | 6 | Mar 27, 2013 | 19 |
| -5.60% | Nov 9, 2010 | 9 | Nov 22, 2010 | 6 | Dec 1, 2010 | 15 |
| -5.42% | Dec 9, 2010 | 4 | Dec 15, 2010 | 11 | Dec 31, 2010 | 15 |
| -4.39% | Feb 9, 2011 | 9 | Feb 23, 2011 | 8 | Mar 7, 2011 | 17 |
| -4.08% | Mar 7, 2011 | 6 | Mar 15, 2011 | 13 | Apr 1, 2011 | 19 |
| -3.46% | Jan 10, 2011 | 8 | Jan 21, 2011 | 8 | Feb 2, 2011 | 16 |
| -3.14% | Jul 22, 2010 | 5 | Jul 29, 2010 | 7 | Aug 9, 2010 | 12 |
| -2.78% | Sep 14, 2010 | 10 | Sep 28, 2010 | 4 | Oct 4, 2010 | 14 |
| -2.66% | Feb 19, 2013 | 4 | Feb 25, 2013 | 3 | Feb 28, 2013 | 7 |
| -2.50% | Apr 6, 2011 | 4 | Apr 12, 2011 | 2 | Apr 14, 2011 | 6 |
| -2.40% | Aug 13, 2010 | 11 | Aug 30, 2010 | 9 | Sep 13, 2010 | 20 |
| -2.29% | Jan 25, 2012 | 2 | Jan 27, 2012 | 19 | Feb 24, 2012 | 21 |
| -2.18% | Dec 31, 2010 | 2 | Jan 4, 2011 | 1 | Jan 5, 2011 | 3 |
| -2.14% | Jun 27, 2014 | 11 | Jul 15, 2014 | 5 | Jul 22, 2014 | 16 |
| -2.10% | Apr 11, 2013 | 4 | Apr 17, 2013 | 4 | Apr 23, 2013 | 8 |
| -2.07% | Apr 2, 2013 | 2 | Apr 4, 2013 | 2 | Apr 8, 2013 | 4 |
| -1.87% | Oct 1, 2012 | 7 | Oct 10, 2012 | 6 | Oct 18, 2012 | 13 |
| -1.84% | Jul 27, 2012 | 4 | Aug 2, 2012 | 3 | Aug 7, 2012 | 7 |
| -1.70% | Jul 2, 2010 | 7 | Jul 14, 2010 | 6 | Jul 22, 2010 | 13 |
| -1.53% | May 12, 2014 | 3 | May 15, 2014 | 8 | May 28, 2014 | 11 |